Attaching a File to an Inquiry


Attaching a file to an inquiry

Attach a file when creating an inquiry, giving the fieldworkers a better understanding of the service required. Sometimes you are required to upload files that highlight the areas of concern to help fieldworkers better understand the job requirements and be better prepared for the job of the day that may not be viewed by the customers.

Table of contents  

Attaching a file to the inquiry.

Go to Inquiries > All Inquiries 

Select the inquiry that you want or use the search bar, then click on the “ Actions” button, then “View inquiry” and from the right corner of the page, click on “ Actions” and select “ File Attachments” from the drop-down.

You’ll be redirected to the all inquiry attachments page, so you can add one or more attached files by clicking on “Upload file.”  

A pop-up window will appear in which you can drop the file you want to upload, add multiple attachments, or add a specific file, by clicking on “Choose file” and providing a description of your selected file, you can also activate the “Work Order” toggle to activate the feature, then click “Save”. 

Downloading the attached file 

You can easily download your file from inquiries > all inquiries 

  • When you’re viewing an inquiry details page, from the right corner of the page, click on “ Actions” and select “ File Attachments” from the drop-down 
  • You’ll be redirected to all the inquiry attachments, then click on “Download“.
  • you can also modify the description by clicking on the “ Description Edit

OR 

  • When you’re viewing an inquiry details page, scroll down to the “ Attachments” section.
  • Click on the file name to download it  

Deleting the attached file 

  • When you’re viewing an inquiry details page, from the right corner of the page, click on “ Actions” and select “ File Attachments” from the drop-down menu.
  • You’ll be redirected to all the attachments for the inquiry. Click on “Delete“ or click on the Delete at the top of the page to delete all the files you have related to this inquiry

  • The system will display a popup window requesting confirmation of the action.

For more information please visit Octopuspro user guide, and subscribe to our youtube channel.

 

 

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